Podcasts about initial public offerings ipos

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Best podcasts about initial public offerings ipos

Latest podcast episodes about initial public offerings ipos

Money Matters with Wes Moss
ETF or Index Fund? Retirement or Brokerage? Wes Moss Unpacks Strategic Moves for Early Retirement

Money Matters with Wes Moss

Play Episode Listen Later May 15, 2025 42:26


Wes and Christa compare ETFs vs. index funds and retirement accounts vs. brokerage accounts. Unlock financial clarity and early retirement strategies with this jam-packed episode of dynamic discussion and listener questions, covering topics such as: • The importance of staying invested during market volatility, using a recent market upswing as an example of patience leading to productive results. • The aforementioned differences between ETFs, index funds, and even mutual funds. Discover which ones might be most effective for your specific needs. • An explanation of Lipper Ratings and how tax efficiency can matter in taxable accounts. Are ETFs more tax-friendly? • Learn how the S&P 500, while typically having a strong investment core, can be tech-heavy and may sometimes lack exposure to sectors like energy, materials, and real estate. How can diversification be achieved? • Initial Public Offerings (IPOs) can be exciting but are often risky. A small, speculative allocation might be fine, but is it productive to bet your retirement on IPOs? • Wes introduces a powerful analogy. Retirement accounts = Crockpot: slow-cooking, tax-deferred, long-term. Brokerage accounts = Skillet: accessible, taxable, real-time impact. Use both types of accounts strategically—Wes explains how. • When not to do a Roth conversion. • Can pension income be used for Roth IRA contributions, or do folks need wages or self-employment income to contribute? • Is it safe to link financial accounts to third-party companies to more regularly update info? Or do the cybersecurity risks and diminishing benefits mean manual updates once a year are sufficient?

Advantest Talks Semi
Data Management Frontiers: Navigating the Semiconductor Landscape with Joe Addiego of Brave Capital

Advantest Talks Semi

Play Episode Listen Later Feb 20, 2025 39:16 Transcription Available


Join us on "Advantest Talks Semi" as we explore the critical importance of data management in the semiconductor industry with our guest, Joe Addiego.Joe Addiego is a seasoned operating executive and investor with over 20 years of operating experience in technology. His executive leadership contributed to two successful Initial Public Offerings (IPOs), showcasing his strategic acumen in guiding tech companies through critical growth phases. Joe's operational expertise spans across control systems, real-time operating systems, and software development tools, with expertise in data management, networking, and cybersecurity. Joe has spent the last 25 years as an investor, nurturing startups and establishing markets for innovative technologies holding prominent roles at In-Q-Tel, Alsop Louie Partners, and Brave Capital. As a lead investor for the real-time database company Aerospike, he addressed the data management industry's need for guaranteed low latency and low cost of ownership. More recent investments include Crunchy Data, an open-source PostgreSQL company that provides a trusted Postgres implementation for enterprises to use either on premises through Kubernetes, or in the cloud as a managed service. Crunchy Data recently augmented its cloud implementation to include a next-generation Postgres-native data warehouse, enabling everyone to take advantage of high-performance data analytics without leaving Postgres. Throughout Joe's career he has succeeded at creating new markets for innovative technologies. In this episode, we dive deep into how data serves as the foundation of cutting-edge innovations across AI, machine learning, adaptive testing, and cybersecurity. This conversation leads us into a comprehensive look at the evolution of data management—from the early days of punch cards and magnetic tapes to today's sophisticated database systems and cloud solutions.Throughout the episode, Joe shares his insights on the transformation brought about by the internet era, which has revolutionized how we store, manage, and leverage data in real-time across the globe. We'll examine how these advancements have fueled the explosion of data volumes and how modern technologies have adapted to handle this surge with unprecedented efficiency and security.Tune in to "Advantest Talks Semi" for a thought-provoking discussion on the history, current trends, and the future of data management within the semiconductor industry, and gain valuable perspectives on navigating the complexities of today's data-driven world. This episode is essential for anyone interested in the intersection of technology and business strategy, providing a clear understanding of how data continues to drive innovation and success in the high-tech landscape.Thanks for tuning in to "Advantest Talks Semi"! If you enjoyed this episode, we'd love to hear from you! Please take a moment to leave a rating on Apple Podcast. Your feedback helps us improve and reach new listeners. Don't forget to subscribe and share with your friends. We appreciate your support!

Irgendwas mit Recht
IMR285: Promotion nach dem 2. Staatsexamen, Aktienrecht, Begleitung von IPOs, Secondment in New York

Irgendwas mit Recht

Play Episode Listen Later Feb 10, 2025 28:50


In der 285. Episode von Irgendwas mit Recht ist Dr. Timm Gaßner aus dem Münchener Büro von Noerr zu Gast. Er berichtet über seinen Werdegang, anfangs geprägt vom Wunsch, Strafverteidiger zu werden, und der ihn schließlich in die Welt der Großkanzleien führte. Timm reflektiert über seine Studienzeit in Augsburg, die Herausforderungen seiner Promotion nach dem zweiten Staatsexamen und seine aktuelle Tätigkeit im Gesellschaftsrecht mit dem Schwerpunkt Aktienrecht. Er erklärt die komplexen Abläufe bei Initial Public Offerings (IPOs) und geht auf die regulatorischen Anforderungen ein, die Unternehmen heutzutage erfüllen müssen. Welche Herausforderungen ergeben sich bei Kapitalerhöhungen? Und wie kann ein Jurist die internationale Vernetzung seiner Kanzlei nutzen, um in einem dynamischen Umfeld erfolgreich zu sein? Wie kommt man auf diese Weise mit guten Leistungen nach New York? Antworten auf diese und viele weitere Fragen erhaltet Ihr in dieser Episode von IMR. Viel Spaß!

The Wall Street Skinny
137. Industry S2E2 | "Giant Squid" Block Trades, IPOs vs. Other Equity Offerings, Perception of PWM & More!

The Wall Street Skinny

Play Episode Listen Later Jan 28, 2025 87:16


Send us a textIn this episode of the unofficial companion podcast to HBO Max's hit show 'Industry,' Jen and Kristen delve deep into the financial intricacies presented in Season 2, Episode 2, titled 'Giant Squid.' They start by dissecting the concept of block trades, highlighting how institutions handle large stock transactions and the associated financial risk. The discussion ties this to a real-world example of a recent $2 billion block trade by Citi and the potential losses from such high-stake financial maneuvers when investor demand is miscalculated.Jen and Kristen also provide insights into Equity Capital Markets (ECM) and Initial Public Offerings (IPOs). They explain the role of underwriters in building the order book and pricing the shares to ensure a successful IPO, emphasizing the importance of the roadshow in generating investor interest. They break down the differences between primary and secondary offerings, and discuss "rescue financing" in the context of private equity involvement.The hosts take a critical look at the private wealth management (PWM) sector as portrayed in the show. They discuss the stereotypes and realities of PWM roles, contrasting them with the fast-paced environment of institutional sales and trading. They underscore the impact of interpersonal relationships on financial success, using Celeste's mentorship of Yasmin as a case study. Through these discussions, Jen and Kristen not only enhance viewers' understanding of the dramatic plot but also provide a robust financial education.Check out Public.com at the link http://public.com/wallstreetskinny For more information about Kaplan, visit the link HEREJoin our PE / IBD January 23rd Masterclass HEREOur Investment Banking and Private Equity Foundations course is LIVE: Or for our "Express Workout", our one hour top 5 technicals you must know for investment banking Masterclass, purchase for $49 HEREOur content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS...

The Best of the Money Show
State of IPOs on the JSE and how the bourse plans to attract more companies to list

The Best of the Money Show

Play Episode Listen Later Nov 28, 2024 6:16


Stephen Grootes speaks to Valdene Reddy, Director of Capital Markets at the JSE, about the current state of Initial Public Offerings (IPOs) on the exchange and the bourse's strategies to attract new listings.See omnystudio.com/listener for privacy information.

The Best of the Money Show
Investment School -Demystifying IPOs: How Listings Work and Why They Often Get Oversubscribed

The Best of the Money Show

Play Episode Listen Later Nov 28, 2024 21:37


Stephen Grootes speaks to Asanda Notshe, Chief Investment Officer at Mazi Asset Management, and Gary Booysen, Director at Rand Swiss, about the intricacies of Initial Public Offerings (IPOs), including the listing process, the role of the "offer", and what happens when IPOs become oversubscribed.See omnystudio.com/listener for privacy information.

The Lazy CEO Podcast
Preparing For An IPO As An Exit Strategy

The Lazy CEO Podcast

Play Episode Listen Later Jan 14, 2024 35:39


The Lazy CEO Podcast featured Jim Schleckser, the host and founder of the CEO Project, in a conversation with Peter Goldstein from Exchange Listing. They discussed the process of going public, specifically focusing on Initial Public Offerings (IPOs). Peter, with 35 years of entrepreneurial experience, highlighted the accessibility of IPOs for small and medium-sized companies, dispelling the myth that only unicorns can list on major exchanges. They delved into the advantages of going public, such as increased access to venture capital, liquidity, and a broader investor base. Peter emphasized that IPOs are not exclusive to high-profile companies and provided insights into the changing dynamics of the investment community, with retail investors playing a significant role in public offerings. Discussing the timeline for going public, Peter suggested a preparation period of 12 to 18 months, starting with a financial audit and the establishment of a well-regulated financial system. He emphasized the importance of having a strategic roadmap in place before embarking on the IPO journey.  

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Mobile Money by moomoo
The biggest IPO flops in recent history

Mobile Money by moomoo

Play Episode Listen Later Jan 10, 2024 39:42


About this episode: In this episode, we explore Initial Public Offerings (IPOs), uncovering the fundamental essence of these market entries. Explaining the concept of IPOs and their significance in the financial sphere, we dissect the standout IPOs of 2023, highlighting both the most successful and disappointing launches (read: Birkenstock). Join our host, Justin Zacks, as he navigates through the dynamic landscape of IPOs, discussing the changing regulatory frameworks that influence the frequency and nature of these public offerings. From the remarkable success stories to the cautionary tales, we examine how evolving regulations shape the number and quality of IPOs seen in today's market. About our host: This episode of Mobile Money by moomoo was hosted by Moomoo Technologies Inc.'s Vice President of Strategy and Growth, Justin Zacks. Justin Zacks began his career on the trading floor, trading equities and foreign exchange derivatives for companies including UBS and Prudential-Bache Securities. Before joining moomoo, Zacks was a reporter for Bloomberg's equities division. Prior to this, he analyzed and provided commentary on M&A and event driven situations at both Reorg and Dealreporter. Zacks received a B.S. in Economics from the University of Pennsylvania's Wharton School of Business. Zacks helps to identify risks and new growth opportunities for the company's online trading business while also assisting in optimizing its existing business lines. Zacks also provides internal and external thought leadership about market dynamics and trading while also serving as the spokesperson for the company in the US. Zacks guides and facilitates the distribution of moomoo's news products to its users. He is an active member of the Moo community where he interacts daily with users in a special social section of the moomoo trading app. Disclaimer: The opinions expressed are those of the host and any guest speaker, and not necessarily those of Moomoo Technologies Inc. or its affiliates. The podcast is provided for informational and educational purposes and is not a recommendation or endorsement of any particular investment or investment strategy that may be mentioned or covered in the pod. All investments involve risk and the loss of principal is possible. Moomoo is not affiliated with any outside guests or their companies. Information provided in this podcast is general in nature and may not be appropriate for all investors. The moomoo app is an online trading platform offered by Moomoo Technologies Inc. Securities, brokerage products and related services available through the moomoo app are offered by Moomoo Financial Inc., a member FINRA/SIPC. The information contained on this podcast is general in nature and has been prepared without any consideration to the listener's investment objectives, financial situations or needs. Listeners should consider the appropriateness of the information having regard to their personal circumstances before making any investment decisions. Past performance is no guarantee of future results. IPOs can be risky and speculative investments, and may not be appropriate for every investor. Learn more.

Day Trading for Beginners
What Are Stocks? A Quick Review for Beginner Day Traders

Day Trading for Beginners

Play Episode Listen Later Jan 8, 2024 19:19


Welcome to Episode 5 of the "Day Trading For Beginners Podcast." In this episode, we're kick-starting our journey into the world of day trading with a beginner-friendly deep dive into the basics of the stock market and stocks.Update: Download the 6 month blueprint I'm following as a beginner day trader:https://stokestrades.com/blueprintKey Highlights:Understanding Stocks: Learn what stocks, also known as shares or equities, truly represent – ownership in a company. Discover a practical way to conceptualize this with a detailed example from Tesla's stock.Historical Context of Stocks: A brief exploration into the origins of stock issuance dating back to the 17th century and how it has evolved to be a vital part of company growth and public investment.IPOs Explained: Unravel the process of Initial Public Offerings (IPOs) and their significance in a company's transition from private to public.Stock Market Mechanics: Get to grips with how the stock market functions, the role of stock exchanges like NYSE and NASDAQ, and the distinction between retail and institutional investors.Brokerage Firms as Gateways: An overview of various brokerage firms that act as intermediaries in the stock market, with personal insights on using Questrade and plans for Interactive Brokers.Price Movement of Stocks: A real-world discussion on the dynamics of stock prices using Tesla as an ongoing case study, emphasizing supply and demand, investor perceptions, and company performance.Key Insights Recap:Stock Ownership and RightsThe Evolution of Stock IssuanceThe Significance of IPOsHow the Stock Market WorksThe Role of Brokerage FirmsStock Price DynamicsComing Up Next: Stay tuned for more educational episodes where we'll delve into other aspects of trading like bonds, commodities, futures, and specific day trading strategies.Resources & Social Media Links:Jason DeBolt on Tesla StocksRealDayTrading Reddit GroupQuestradeInteractive BrokersStock article on StokesTrades.comFollow and Subscribe: Don't miss out on future episodes - subscribe now and follow us on our journey. Check out the links below for more resources and updates on our day trading journey.Website and Other Social Accounts:https://stokestrades.com/https://www.youtube.com/@StokesTrades

Proactive - Interviews for investors
Unlocking IPO Success: Insights from Jason Paltrowitz of OTC Markets Group

Proactive - Interviews for investors

Play Episode Listen Later Oct 17, 2023 7:24


OTC Markets Group EVP of Corporate Services Jason Paltrowitz joined Steve Darling from Proactive to share some compelling findings from a study conducted by the OTC Markets. This study aimed to evaluate the performance of all Initial Public Offerings (IPOs) that took place on the NASDAQ CM and NYSE AMEX markets in 2022, totaling 91 deals. One striking aspect of the study was the snapshot of the market cap of these companies the day after the offering, which averaged at an impressive $213 million. However, a mere 28 days post-IPO, this average had dipped significantly to $102 million, and the current average currently rests at a more modest $56 million. These figures underscore the dynamic nature of the market and the challenges these newly listed companies face in maintaining their initial valuations. The study's findings revealed some alarming statistics, with a staggering 92% of IPOs experiencing negative rates of return from their offer price. The overall average total return across all these IPOs stood at a daunting -64.8%. Even more concerning was the fact that 34% of these companies found themselves on an exchange non-compliance list post-IPO, highlighting the difficulties they encountered in meeting regulatory requirements. Additionally, 51% of these newly listed firms resorted to reverse stock splits, either before or after their IPOs, raising questions about the alignment of interests within these companies. Amidst these findings, the study underscores several crucial takeaways for companies contemplating an exchange raise. Companies need to carefully assess whether they are well-positioned for success post-capital raise, considering factors such as their size and stage of development. Equally important are considerations related to advisory fees, compliance expenses, and the potential dilution costs for existing shareholders. Another critical consideration is the investor base, as companies should identify the type of investors participating in the offering – whether they are long-term holders or short-term intermediaries seeking to quickly flip discounted shares. Addressing these questions becomes essential for a successful exchange raise, as they directly impact a company's ability to navigate the complexities of the public market landscape effectively. #proactiveinvestors #otcmarkets #smallcaps #ipo #CorporateServices #StockMarket #Investing #CapitalRaising #FinancialInsights #SmallCap #MediumCap #FinanceTips #MarketResearch #Stocks #PostIPOChallenges #InvestorRelations #BusinessGrowth #MarketData #StockPerformance #EconomicAnalysis #FinancialAdvice #CompanyManagement #StrategicPlanning #CapitalStructure #InvestmentStrategies #StockExchange #MarketTrends #FinancialMarkets#invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews

Australian Finance Podcast
Q&A: My shares are down 90% WWYD, best time to invest, finding IPOs, W-8BEN forms & moving from a robo-adviser

Australian Finance Podcast

Play Episode Listen Later Sep 11, 2023 47:19


It's time for another listener Q&A episode! Today, Kate Campbell, Owen Rask and financial adviser Drew Meredith answer your questions. Topics in this episode include: - When is the best time to invest - What are Initial Public Offerings (IPOs) and where to find them - Moving from a robo-adviser to a DIY broker - Buying US shares - Managing investment losses - A reminder to protect your data Remember to send your questions our way for our next Q&A session Contact Drew: Financial Planning | Rask + Wattle Partners

Collisions YYC
Jenna Kaye, Female Led Disruption in the Financial Sector

Collisions YYC

Play Episode Listen Later Jul 27, 2023 38:05


This episode dives into the captivating world of Initial Public Offerings (IPOs) with Jenna Kaye, the trailblazing Co-Founder and CEO of Odyssey Trust Company. Listen as Jenna unveils her unique journey of establishing a trust company in Western Canada, securing a record-breaking $3.5M seed funding round in Alberta, and navigating a market dominated by two major internationally-based players. Be inspired as she unravels her formula for turning potential challenges into opportunities, fostering a detail-oriented organization, and assembling a team that perfectly aligns with the company's mission. Jenna's insights into solving industry-wide problems, pioneering in a male-dominated field, and the essence of a winning business strategy are invaluable for anyone eager to expand their business horizons. This episode is a goldmine of entrepreneurial wisdom and a testament to the power of innovative leadership. The episode is sponsored by Givesome, an online charitable giving platform that allows companies to engage with their employees to promote charitable giving. Visit their website to learn more: https://www.givesome.orgWe're on social media! Follow us for episodes you might have missed and key insights on Western Canada directly on your feeds.Instagram: https://www.instagram.com/collisionsyycLinkedIn: https://www.linkedin.com/company/collisions-yycWebsite: https://www.collisionsyyc.comThank you for tuning into Collisions YYC!Remember to subscribe and follow us on Spotify and Apple Podcasts so you never miss an episode.If you loved the episode, please leave us a 5-star review and share the show with your friends!We sincerely appreciate your support of our local podcast.Host links:Tyler's Twitter: https://www.twitter.com/tylerchisholmTyler's LinkedIn: https://www.linkedin.com/in/tylerchisholmGuest links:Jenna Kaye's LinkedIn: https://www.linkedin.com/in/jenna-kaye-bb34651a0Odyssey Trust Company's Website: https://www.odysseytrust.comOdyssey Trust Company's LinkedIn: https://www.linkedin.com/company/odyssey-trust-companyCollisions YYC is a Tyler Chisholm original production // Brought to you by clearmotive marketing

The 80s and 90s Uncensored
Ninety-Nine: Tech IPOs That Happened in 1999

The 80s and 90s Uncensored

Play Episode Listen Later Feb 16, 2023 29:38


In the 6th episode of 9 weeks of 99, the guys look at some of the Initial Public Offerings (IPOs) that happed that year. There were a lot of them, and a few are companies you might have heard of, and other are companies you might not have heard of. For more from the 80s and 90s visit Web: www.the80sand90s.com YouTube: The 80s and 90s Overlooked Twitter, Insta, & FB: @The80sand90sCom If you enjoy this episode, don't keep it a secret, rate it, tell a friend, or share it on social media so others can experience it as well.

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The HLEP Podcast
Public Exits: Initial Public Offerings (IPOs) – Jordan Roberts & Ran Ben-Tzur, Fenwick & West

The HLEP Podcast

Play Episode Listen Later Aug 11, 2022 61:56


On episode 8, we speak to Jordan Roberts & Ran Ben-Tzur, partners at Fenwick & West. We learn about public exits, what an Initial Public Offering timeline looks like, and the types of considerations that companies need to make in preparation to go public. Jordan & Ran also share about the capital markets practice area. Follow and connect with us at our LinkedIn and Instagram More on HLEP at clinics.law.harvard.edu/hlep

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The Liquid Lunch Project
Ep 31: Steve Shwartz – Artificial Intelligence and the Future of Humans

The Liquid Lunch Project

Play Episode Listen Later Dec 13, 2021 34:08


Will intelligent robots eventually take over all of our jobs, or maybe the entire world? Artificial intelligence (AI) systems are modern technological marvels. Many of us are left wondering where it will all end as a result of its meteoric rise. However, Steve insists, “We don't have to worry about robots gaining power or taking over all of our occupations.” He joins the show to explain Artificial Intelligence in layman's terms, building on his unique experience as an early AI researcher and statistician. Steve Shwartz has a long history of success as a serial entrepreneur, angel investor, and author. He began his career by joining the Yale University faculty as a postdoctoral researcher in Computer Science. He co-founded Device42, one of the country's fastest-growing software companies, and was a founder or co-founder of three AI firms, including Esperant, which became one of the most popular business intelligence tools in the 1990s. He's also been a part of two successful Initial Public Offerings (IPOs) and multiple M&A exits.  In this episode of The Liquid Lunch Project, Steve discusses his extraordinary professional life with Matthew and Luigi. The author of the book, Evil Robots, Killer Computers, and Other Myths enlightens us on the reality of AI and the future of mankind. He has a plethora of information to share with you all. Listen up to get all of the interesting details.   What You Will Learn: Why Artificial Intelligence (AI) won't be able to replace all of our jobs. How the main types of AI work. What piqued Steve's interest in angel investment. And much more!   Favorite Quote: “Being able to appreciate what you do is a sign of success.” Steve Shwartz How To Get Involved: Find more about Steve through the Website, or you can connect with him on LinkedIn, Facebook, and Twitter. You can get a copy of his book on Amazon. Matthew Meehan and Luigi Rosabianca possess, between them, a treasure trove of insight and strategic advice for ambitious business owners. Get in touch with the guys at  ShieldAdvisoryGroup.  You can also connect with them on Instagram at  The Liquid Lunch Project, Matthew Meehan, Luigi Rosabianca, and Shield Advisory Group. Make sure you never miss an episode — check out The Liquid Lunch Project on Apple Podcasts, and don't forget to subscribe, rate, and review!

The Untied Podcast
#13 | Being First, Life Support, & Building a Team with Dean DeLisle | The Untied Podcast

The Untied Podcast

Play Episode Listen Later Nov 1, 2021 85:29


 #DeanDeLisle #S2AModular #TimeTravel In this episode, The Untied boys get to sit down with Dean DeLisle, Owner of Forward Progress, The Creator of Social Jack, Chief Revenue Officer of S2A Modular, CEO of Bahia Villages, CEO of Lux Mods, the Author of First: The Street Guide to Digital Business Influence and Jackson's Dad. Dean has done it all and continues to thrive. Our guest this week, Dean DeLisle is the Chief Revenue Officer and Executive Vice President of Investor Relations for S2A Modular. In this role, Dean leads the execution of the company's corporate strategic plan, including the growth of different business verticals, customer segments and joint venture partnerships. As part of the CXO team, Dean works closely with all divisions to develop strategic plans designed to boost revenue streams. Throughout his career, Dean has served in an advisory role for five Initial Public Offerings (IPOs) including HALO Branded Solutions Inc. and General Growth Properties Inc., more than 14 Merger and Acquisition (M&A) Deals, and more than 50 private placement memorandums. Dean is a highly sought-after speaker who brings his expertise, enthusiasm and energetic drive to his popular B2B influencer-themed podcast, The Influence Factory. Dean's recent book, FIRST: The Street Guide to Digital Business Influence, contains a proven step-by-step formula for business professionals to fuel thought leadership and recognition in their industries. Follow Dean on Social: Social: https://linktr.ee/DeanDeLisle (https://linktr.ee/DeanDeLisle) subscribe for more content - https://linktr.ee/thisisuntied (https://linktr.ee/thisisuntied) Want to start a podcast? Sign up using Captivate today! https://www.captivate.fm/signup?ref=thisisuntied (https://www.captivate.fm/signup?ref=thisisuntied) Get $10 Credit with StreamYard: https://thisisuntied.captivate.fm/streamyard (https://thisisuntied.captivate.fm/streamyard) Get 30-DAY FREE ACCESS to Social Jack™ at https://app.socialjack.com/product/untied/ (https://app.socialjack.com/product/untied/) Music by The Alex George Experience Sponsored by Forward Progress, LLC & Social Jack™

Australian Finance Podcast
Who's who in the IPO Zoo (inside an Initial Public Offer)

Australian Finance Podcast

Play Episode Listen Later Oct 18, 2021 49:17


In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore the wild west of Initial Public Offerings (IPOs) in Australia. Kate & Owen explore what is an IPO is, whether they're worth your time, the different players involved (brokers, lawyers, investors), some of the key risks to be aware of and how to access them in Australia. Episode transcript now available via the show notes page. Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community. Score $100 off our premium ASX & US share research service, Rask Invest! If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it's a 5 second task which really helps support the show (and puts a big smile on our faces). Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. || We're proudly supported by ETF Securities || Learn more about ETF Securities: https://bit.ly/fundsETFS | DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: October 13th 2021

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Australian Finance Podcast
Who's who in the IPO Zoo (inside an Initial Public Offer)

Australian Finance Podcast

Play Episode Listen Later Oct 18, 2021 48:02


In this episode of The Australian Finance Podcast, Kate Campbell & Owen Rask explore the wild west of Initial Public Offerings (IPOs) in Australia.Kate & Owen explore what is an IPO is, whether they're worth your time, the different players involved (brokers, lawyers, investors), some of the key risks to be aware of and how to access them in Australia.Episode transcript now available via the show notes page.Take one of our amazing FREE financial education courses (think ETFs, shares, property and FIRE) on Rask Education and join our wonderful FB community.Score $100 off our premium ASX & US share research service, Rask Invest!If you want to thank us for putting this show together, please give The Australian Finance Podcast a 5 star review on Apple Podcasts - it's a 5 second task which really helps support the show (and puts a big smile on our faces).Full individual disclosures for each guest are available via the show notes page. Owen, Kate and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.|| We're proudly supported by ETF Securities ||Learn more about ETF Securities: https://bit.ly/fundsETFS |DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: October 13th 2021

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The Finance Rebel Show
EPI 139: Why I Hate Initial Public Offerings (IPOs)

The Finance Rebel Show

Play Episode Listen Later Apr 24, 2021 6:44


In this episode of The Finance Rebel Show, we are hosting our Wealth Wednesdays Segment, where I host a live Q&A. All money questions are welcomed.  During this episode, I explain why I hate initial public offerings (IPOs). Abundance Mindset vs Scarcity Mindset.   We also discussed, what an ETF is.  And... We reviewed the Energy Select  Sector SPDR (XLE)

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It's All About the $Money, Honey!
Episode 33: Become A Better Investor

It's All About the $Money, Honey!

Play Episode Listen Later Mar 1, 2021 55:56


The growth of technology and information has brought the stock market within reach of anyone that wants to access it. That ease of access also has a dark side. It's far more likely you'll make a mistake and live to regret it. We've also seen a rise in identity theft and privacy issues as more information trades hands online. To protect yourself, you need to become a better investor. In this episode, we share key principles for long-term investing from JPMorgan, an alternative to investing in Initial Public Offerings (IPOs) that is gathering steam, simple ways to protect your identity online, and why you may want to buy when the market is high.

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The Bellcast
Ringing the Bell: IPOs & trends in 2021 | ASX's James Posnett

The Bellcast

Play Episode Listen Later Feb 11, 2021 6:33


In the most recent ASX-partnered "Ringing the Bell" series, Jessica Amir talks to James Posnett, Senior Manager of Listings at the ASX.Did you know that Initial Public Offerings (IPOs) jumped 23% in 2020, with a big influx in December. Jess and James deconstruct the 2020 IPO frenzy, before moving to the IPO pipeline for 2021.In this video, James covers:(0:33) The three IPO themes of 2020 that will play out in 2021(1:45) How the 200 tech and international IPOs can diversify portfolios(3:06) Golden soil - why international companies are listing on the ASX(4:03) What companies might come to the ASX this year

Investing Education Podcast
This New Rule will Change the Way You Buy IPO's

Investing Education Podcast

Play Episode Listen Later Jan 4, 2021 27:16


Brent and Leon discuss the new rules out of the SEC that will make IPO's available to retail investors. Are you trying to figure how to acquire Initial Public Offerings (IPOs)? Here's your chance to learn about a new rule which allows you to buy IPO Stocks. Let us know if this was helpful! Check out our digital resources for more IEA information and knowledge! Links below. Join our membership platform https://www.ieamembers.com Listen to our podcast while on the go https://ieapodcast.com/ Join our active Facebook group https://www.facebook.com/groups/InvestingEducationAcademy Follow us on Instagram https://www.instagram.com/investingeducationacademy/ Like us on Facebook https://www.facebook.com/InvestingEducationAcademy Visit our website https://investingeducationacademy.com/

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On Time On Target
Ep 55 How to invest in an IPO

On Time On Target

Play Episode Listen Later Sep 14, 2020 12:59


In this episode, Steve describes how investors can invest in Initial Public Offerings (IPOs).  Steve explains how to apply for shares and what to do if you do not get them, using the Facebook IPO as an example.

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Sheppard Mullin's Nota Bene
Mapping Capital Markets and Securities Enforcement in the Current COVID-19 Moment with Jamie Mercer and John Stigi [NB 095]

Sheppard Mullin's Nota Bene

Play Episode Listen Later Sep 2, 2020 51:27


While COVID-19 took the American capital markets by surprise, the resulting impact might be better than expected. We’re taking a look at how American capital markets are faring in these pandemic times, including a closer look at the world of Initial Public Offerings (IPOs) and securities litigation. Joining me for this conversation are two guests – Jamie Mercer and John Stigi. Jamie Mercer is a partner in the Corporate Practice Group in Sheppard Mullin’s San Diego (Del Mar) and London offices. Jamie’s practice focuses on corporate law, with an emphasis in U.S. and cross-border capital markets and merger and acquisition transactions. John Stigi is a partner in the Business Trial Practice Group, leader of Sheppard Mullin’s national Securities Enforcement and Litigation Team, and Office Managing Partner of the firm's Century City office. John's practice focuses on securities class action and shareholder derivative action defense, SEC investigation defense, internal corporate investigations, complex contract and commercial litigation, and M&A and corporate governance litigation. What We Discussed in This Episode: What does the current marketplace for IPO’s look like? Will emerging businesses in need of capital succeed in these times? Has there been a shift in how IPO’s are formed? How has the ability of businesses to list on multiple exchanges been affected, if at all? Will the shift to IPO-related meetings that rely on technology like Zoom video conferencing last? Has the pandemic affected the volume and quality of securities litigation? How could an investigation of PPP loan related inquiries potentially trigger a securities investigation? Are there any new special concerns when it comes to disclosures by companies wanting to go public? What must companies disclose in their IPO documents now? Are there comparative differences between U.S. capital markets and those of international ones? Contact Information: Jamie’s Sheppard Mullin attorney profile  John’s Sheppard Mullin attorney profile  Thank you for listening! Don’t forget to SUBSCRIBE to the show to receive every new episode delivered straight to your podcast player every Wednesday.  If you enjoyed this episode, please help us get the word out about this podcast. Rate and Review this show in Apple Podcasts, Stitcher Radio, Google Play, or Spotify.  It helps other listeners find this show.  Be sure to connect with us and reach out with any questions/concerns: LinkedIn Facebook Twitter  Sheppard Mullin website  This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matter, be sure to consult with an attorney regarding your specific needs.

TechGirl Financial Podcast
S2EP6: Working with a CPA on Tax Planning Strategies

TechGirl Financial Podcast

Play Episode Listen Later Nov 12, 2019 41:10


We continue our Professional Education Series with Lisa Silva, CPA and owner of TaxPros in California.  With over 23 years of public accounting experience, Lisa has a deep focus on income tax planning and compliance for individuals and small businesses. In our conversation we talk about tax planning, working with Restricted Stock Units (RSUs) and Initial Public Offerings (IPOs), how to prepare for an audit, and how she stays abreast of tax law changes. Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to victor@techgirlfinancial.com or join the conversation on Twitter with Victor Gaxiola (@victorgaxiola) and Kim Gaxiola (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and  LinkedIn.  Episode Links: Tax Pros Website The Buzz Around IPOs Podcast Contact us  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.

Retire Your Way Radio
IPO's Are The Shiny New Toys Of Wall Street

Retire Your Way Radio

Play Episode Listen Later Sep 27, 2019 8:34


Tim talks about the appeal of investing in Initial Public Offerings (IPOs), the problems with IPOs and why companies do IPOs. Plus, he covers whether or not IPOs should be a part of your investment portfolio and his personal choice of whether or not to invest in IPOs. For more information, visit the show notes at https://erwealth.com/podcastblog/ipos-shiny-new-toys-of-wall-street

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Ojo's Dojo
2. Initial Public Offerings (IPOs) with special Guest Fundi

Ojo's Dojo

Play Episode Listen Later Jun 18, 2019 22:21


Thanks for joining use for the 2nd episode of Ojo's Dojo! This is a very special episode with my thesis partner and good friend Fundi Nkuta. I hope you enjoy our discussion on IPOs (Initial Public Offerings) and a very interesting phenomenon known as underpricing. And in the post episode chat, how I started Ojo's Dojo! Follow me on twitter: @Ojosdojo Follow me on instagram: @ojothesonofbaba Subscribe/Follow on your favourite podcast platform! Music c/o makaih beats

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FCPA Compliance Report
Compliance into the Weeds-Episode 85

FCPA Compliance Report

Play Episode Listen Later Jun 13, 2018 24:32


Compliance into the Weeds is the only weekly podcast which takes a deep dive into a compliance related topic, literally going into the weeds to more fully explore a subject. In this episode, Matt Kelly and I take a deep dive back into the issue of the decline in Initial Public Offerings (IPOs). Learn more about your ad choices. Visit megaphone.fm/adchoices

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Compliance into the Weeds
Compliance into the Weeds-Episode 85

Compliance into the Weeds

Play Episode Listen Later Jun 13, 2018 24:32


Compliance into the Weeds is the only weekly podcast which takes a deep dive into a compliance related topic, literally going into the weeds to more fully explore a subject. In this episode, Matt Kelly and I take a deep dive back into the issue of the decline in Initial Public Offerings (IPOs). Learn more about your ad choices. Visit megaphone.fm/adchoices

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Stansberry Investor Hour
Here’s Why Wal-Mart Can Beat Amazon…And How to Profit from IPOs

Stansberry Investor Hour

Play Episode Listen Later Oct 12, 2017 58:27


This week it’s an American Consequences takeover on the Stansberry Investor Hour. Guest Co-Host and Chief Editor of American Consequences magazine, PJ O’Rourke, sits in with Buck to welcome Senior Editor of Extreme Value Dan Ferris, and author Turney Duff of the best-selling Wall Street expose’, The Buy Side. Dan tells you why Wal-Mart is still a big threat to Amazon’s business, and why you might be better off investing with strong brick and mortar operations when it comes to the retail sector. PJ and Dan reveal a connection between Sears and Amazon that most people would miss…and what could be a future indicator of trouble for Amazon. Turney Duff calls in to explain why investing in Initial Public Offerings (IPOs) is something that most investors should stay away from, and how you can beat Wall Street at their own game by knowing when to short the hype surrounding new IPO issues.

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Thomson Reuters: Down the Hall with Practical Law

2016 was a slow year for Initial Public Offerings (IPOs), but 2017 holds more promise, especially with larger companies, like Airbnb and Spotify, expected to go public. In this episode of Thomson Reuters: Down the Hall with Practical Law, host Renee Karibi-Whyte discusses IPOs with Chris Roehrig, senior legal editor at Practical Law. In their discussion, they cover what IPOs are, their future market, and how lawyers are involved. Additionally they discuss dual class share structures and investors’ increasing interests in foreign stock markets. Christopher Roehrig joined Practical Law from Torys LLP, where he was a senior associate in the corporate and capital markets practice groups.

HKTDC
Belt and Road Summit: Hong Kong’s Dual Role

HKTDC

Play Episode Listen Later Jun 29, 2016


Hong Kong’s “super-connector” role with the Chinese mainland mirrors its separate, value-added function as an international financial centre and the two could merge, said Laura Cha, Chairman of the Hong Kong Financial Services Development Council. Speaking beside the Belt and Road Summit, she said Hong Kong’s status as a major centre for Initial Public Offerings (IPOs) could attract more global as well as mainland placements.

HKTDC
Belt and Road Summit: Hong Kong’s Dual Role

HKTDC

Play Episode Listen Later Jun 21, 2016


Hong Kong’s “super-connector” role with the Chinese mainland mirrors its separate, value-added function as an international financial centre and the two could merge, said Laura Cha, Chairman of the Hong Kong Financial Services Development Council. Speaking beside the Belt and Road Summit, she said Hong Kong’s status as a major centre for Initial Public Offerings (IPOs) could attract more global as well as mainland placements.

Allworth Financial's Money Matters

On this week’s Money Matters: The episode begins with a discussion about Initial Public Offerings (IPOs) and company valuations. We then take a call about life insurance misperceptions, and then follow that up with a question about receiving retirement money from a former marriage. Lastly, we talk about the dangers of non-traded REITs.  Scott Hanson and Pat McClain have been hosting Hanson McClain’s Money Matters radio show for 20 years, and have answered questions from thousands of callers on a variety of financial topics.  Ask a question at moneymatters.com, or email Scott and Pat at questions@moneymatters.com.

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